About Marci Bentz

Hi, I’m Marci. I’ve been a Financial Advisor for 23 years. I love meeting new people, building relationships with them, and seeing their dreams come to fruition. You’ll see my values of faith, family, competition, autonomy, and adventure come to life in my work and home life.


I’ve been married to my husband, Brian, for 25 years. We have three teenager daughters who are involved in lots of activities. And if 3 cats and a bunny (plus our daughters’ schedules) weren’t enough, we just brought home a new puppy, Pumpkin.


In my free time, I love traveling with my family and enjoy serving in a variety of areas at St. James Lutheran Church.

About Generational Wealth Advisors

At Generational Wealth Advisors, our mission is to help you live and leave a legacy in your faith, family, and finances. Through maximizing the unique strengths of our support staff and advisors, we strive to provide concierge-level customer service to every client.


As our name suggests, we love working with your family! Our team excels in helping clients and adult children who need a well-thought-out legacy strategy for families and charity, We can also equip you in preparing for and navigating wealth transfer conversations between generations, and are happy to review adult children's finances to ensure they are prepared to receive wealth transfer.


Our Values:

Service - We place importance on serving our clients and communities with integrity, quality value.

Excellence - We continually pursue the highest level of team standards, customer service, and character.

Faith - We do our best to be good stewards of our time, talent, and treasure as we put our Christian faith into action.

Family – We live to leave a legacy of love within our families for generations to come.

Community – We strive to engage our communities in a way that makes them better places to live, work, and raise families.

Meet My Team

Sue Carpenter

Sue Carpenter

Title

Office Professional

    Generational Wealth Advisors

    Generational Wealth Advisors

    Title

    Team Practice

    Website
    https://connect.thrivent.com/generational-wealth-advisors